ST. JOHN & ASSOCIATES, INC.

CRD 124778 · SEC 801-121426

Visit website

500 SUN VALLEY DRIVE SUITE D-3 & D-4, ROSWELL, GA, 30076-1441, United States

Phone

770-642-7631

Fax

770-993-9807

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$128.4M

Discretionary AUM

$122.8M

Team

6 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; RETAINERS

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	99	$29.4M
High net worth individuals	43	$93.4M

States served

GA, FL

All web addresses on file

https://www.facebook.com/stjohnandassociates
https://www.linkedin.com/company/stjohnassociates/
https://www.stjohnfinancial.com

Official SEC filing: View on IAPD